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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,631 | $27,936-94.2% | $58,561-97.2% | $75,173-97.8% |
| Participation rate | 62.2% | 38.8%+23.3pp | 50.9%+11.3pp | 67.2%-5.0pp |
| Annual return | 36.25% | 44.21%-8.0pp | 4251.33%-4215.1pp | 160.72%-124.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $688 | $1,202-42.7% | $1,923-64.2% | $4,126-83.3% |
| Admin fee / account holder | $80 | $1,727-95.4% | $2,520-96.8% | $5,651-98.6% |